Mail form by July 31st to: Department of the Treasury, Internal Revenue Service, Ogden, UT 84201-0020
NOTE: Our preparation software will prepare a draft of form 5500-EZ for you to file. However, you are your own plan administrator. Therefore you are required to verify the information and plan holdings is truthful and accurate.
You are also responsible for filing the form with the IRS by July 31st of this year. This form draft is provided without warranty and engagement with a professional tax adviser is recommended. Use provided form at your own risk.
DISCLAIMER: Please note that this guide is for educational and informational purposes only. The guide is not intended nor should not it be considered a replacement for tax, legal or investment advice. Always consult your tax advisor, CPA and/or legal counsel before filing.
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Sunday by appointment
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